WNY Asset Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1803296 Williamsville, NY

Position in WEC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$952,025

-$49,269 QoQ

Shares Held

8,153

-5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#590

of 1,386 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WNY Asset Management, LLC holds $4,058,778 across 5 Utilities - Regulated Electric names. WEC ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	14,124	$2,152,073
2	WEC	Wec Energy Group, Inc. This page	8,153	$952,025
3	NEE	Nextera Energy Inc	4,935	$433,144
4	AEP	American Electric Power Co Inc	2,329	$318,630
5	AEE	Ameren Corp	1,795	$202,906

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,025	8,153	-5.7%	Shares	Sole	2026-08-17
2026-03-31	$1,001,294	8,649	+0.1%	Shares	Sole	2026-05-22
2025-09-30	$990,057	8,640	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$899,871	8,636	+0.1%	Shares	Sole	2025-08-04
2025-03-31	$940,606	8,631	+0.0%	Shares	Sole	2025-05-05
2024-12-31	$811,283	8,627	+0.0%	Shares	Sole	2025-02-21
2024-09-30	$829,360	8,623	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$667,459	8,507	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$698,102	8,501	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$715,108	8,496	+0.0%	Shares	Sole	2024-02-21
2023-09-30	$684,030	8,492	-0.6%	Shares	Sole	2023-12-14
2023-06-30	$753,834	8,543	-9.4%	Shares	Sole	2023-08-03
2023-03-31	$893,774	9,429	+0.0%	Shares	Sole	2023-05-02
2022-12-31	$883,781	9,426	+0.0%	Shares	Sole	2023-01-25
2022-09-30	$842,698	9,423	+0.0%	Shares	Sole	2022-10-25
2022-06-30	$948,028	9,420	+0.0%	Shares	Sole	2022-08-08
2022-03-31	$940,010	9,418	+0.0%	Shares	Sole	2022-04-19
2021-12-31	$913,914	9,415	-0.4%	Shares	Sole	2022-02-15
2021-09-30	$833,842	9,454	+0.6%	Shares	Sole	2021-11-09
2021-06-30	$836,218	9,401	+0.5%	Shares	Sole	2021-07-14
2021-03-31	$875,628	9,356	+0.0%	Shares	Sole	2021-04-20
2020-12-31	$860,756	9,353	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.